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Cashflow Tables and Graphs in Advice Documents
It is now possible to link existing Cashflow 2.0 Scenarios with Digital Advice, this includes the provision to extract the Tables and Graphs from Cashflow 2.0 and insert them into an SoA (Statement of Advice) in Digital Advice by selecting the Link Cashflow button. This will allow access to the:
Overall Position > Cash Accounts
Overall Position > Net position
The Link Cashflow button can be found under the scenario name of any Digital Advice Scenario
The mapped template includes the codes for Cashflow Tables & Graphs
If no Cashflow 2.0 scenarios have been created for the client, a message will show, when selecting Link Cashflow, saying There is no Cashflow scenario to link.
When selecting the Link Cashflow button, select an existing Cashflow scenario for the tables and graphs to be populated into the Advice Document.
Select any of the Cashflow scenarios and then select Link, from the top-right of the card. This action will link the Cashflow and Digital Advice scenarios, along with the graphs and tables, into the Advice Document ready for download.
The cashflow tables and graphs in the advice documents will initially flow from the Overall Position section for Cash Accounts and Net Position tables within Cashflow. Future updates will make provision for other tables and graphs, based on user feedback.
We have added the option to Unlink or Link a different Cashflow Scenario into your Digital Advice document.
To do this, select the Cashflow Scenario name and choose either:
Select different scenario - Opens the list of Cashflow strategies so a different scenario can be chosen.
Remove link- Removes the existing Cashflow scenario link.
📌Note
Cashflow data will not flow into Digital Advice, nor will Digital Advice data flow back into Cashflow. The SOA will only receive Graphs and Tables from the cashflow scenario. It is up to the adviser to ensure the information aligns in both modules
This feature is enabled only for the ADL Base SOA at this stage. To enable this for a custom template, contact Support , your Customer Success Manager (CSM) or the Template team.
ADL Base SOA Output
The Cashflow tables and graphs populate in the Appendices section under the Cashflow heading. Currently, we have the Overall Position > Net Position table which includes Lifestyle Assets, Investment Assets, Superannuation Assets, and Liabilities, along with the net position of any related companies and trusts.
Sample Output for Net Position data
The Overall Position > Cash Account table, includes Inflows & Outflows for the Client, and where relevant, includes the Partner and Joint entities.
Inflows contains Taxable Earned Income, Non-Taxable Earned Income, Pension and Annuity Income, Investment Income, Family Tax Benefit Income, Other Income.
Outflow contains Expenses, Loan repayments, Tax, Investment Expense, and other expenses.
Sample Output for Cash Account data
